LMCG Investments’s Financial Engines, Inc. FNGN Stock Holding History

LMCG Investments’s Portfolio FNGN Stock Details FNGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-30,931	Closed	-$1.06M	–	549
2014 Q3	$1.06M	Sell	30,931 -5,800	-16%	-$214K	0.02%	381
2014 Q2	$1.66M	Buy	+36,731	New	+$1.64M	0.04%	361

Other funds holding FNGN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMCG Investments's FNGN Position: Q4 2014 in Review

LMCG Investments sold out of Financial Engines, Inc. (FNGN) in Q4 2014, closing a stake of 30,931 shares — an estimated $1.06M sold.

LMCG Investments first reported a position in FNGN in Q2 2014 and held it in 2 quarters. The position peaked at $1.66M in Q2 2014. 176 funds tracked by Wall St. Rank hold FNGN as of Q4 2014.

LMCG Investments reported no remaining Financial Engines, Inc. position as of Q4 2014 after selling out during the quarter.
LMCG Investments sold 30,931 Financial Engines, Inc. shares in Q4 2014, an estimated $1.06M.
LMCG Investments first reported a position in Financial Engines, Inc. in Q2 2014 and held it in 2 quarters.
LMCG Investments's Financial Engines, Inc. position peaked at $1.66M in Q2 2014.
176 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2014.

Based on LMCG Investments's 13F filing for Q4 2014, filed 13 Feb 2015.